All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

QQQ,QQQI,JEPQ: Total Return Chart (with Dividends Reinvested)

Tue 2024-01-30? to Fri 2025-09-05 YTD
Return
TR
Price
QQQ
×
+12.98%
2025-09-05
13.31 TR
2025-09-05
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
QQQI
×
+11.75%
2025-09-05
1.339 TR
2025-09-05
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
JEPQ
×
+6.74%
2025-09-05
1.583 TR
2025-09-05
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Returns

Tue 2024-01-30? to Fri 2025-09-05 Overall
Return
Exponential
Trendline
QQQ
×
+36.61%
+21.54%/yr
+16.95%/yr
(R2=0.686)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
QQQI
×
+33.92%
+20.04%/yr
+16.53%/yr
(R2=0.774)
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
JEPQ
×
+28.10%
+16.75%/yr
+12.41%/yr
(R2=0.658)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Tue 2024-01-30? to Fri 2025-09-05 Start
Value
End
Value
QQQ
×
$10,000.00
2024-01-30
$13,660.91
2025-09-05
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
QQQI
×
$10,000.00
2024-01-30
$13,391.79
2025-09-05
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
JEPQ
×
$10,000.00
2024-01-30
$12,809.88
2025-09-05
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year QQQ QQQI JEPQ
2025 (YTD) +12.98% +11.75% +6.74%
2024 +25.58% +19.84% +24.89%
2023 +54.86% +36.28%
2022 −32.58% −12.89%
2021 +27.42%
2020 +48.62%
2019 +38.96%
2018 −0.13%
2017 +32.66%
2016 +7.10%
2015 +9.44%
2014 +19.18%
2013 +36.63%
2012 +18.11%
2011 +3.38%
2010 +19.91%
2009 +54.70%
2008 −41.73%
2007 +19.03%
2006 +7.14%
2005 +1.58%
2004 +10.52%
2003 +49.67%
2002 −37.37%
2001 −33.34%
2000 −36.11%
1999 +78.95%

Drawdowns

Tue 2024-01-30? to Fri 2025-09-05 Current
Drawdown
Worst
Drawdown
QQQ
×
−0.74% −22.77%
2025-04-08
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
QQQI
×
−0.14% −20.00%
2025-04-08
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
JEPQ
×
0.00% −20.07%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund